John Khoury, MSF
Hello there! 👋🏼 I’m John, I started my finance journey during my time at the University of Massachusetts. My internships at Fidelity Investments fueled my passion for financial planning and investing. After graduation, I became a retirement consultant, helping clients with retirement planning and job transitions. However, I soon realized my calling was to assist clients in achieving their financial goals holistically. Now, as an advisor at Savvy, I provide cost-efficient and tax-smart advice, always acting in my client's best interests.
Boston, MA
BS in Finance - U of Massachusetts
MS in Financial Planning - U of Nebraska
Certificate in Financial Planning - U of Nebraska
"My approach revolves around a comprehensive understanding of clients' tax situations and estate plans. I encourage collaboration with their CPAs and estate planning attorneys to align our strategies seamlessly.”
John’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
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Tax Optimization
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Investment Management
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Succession Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with John.
Get to know John, MSF
John Khoury is a Principal Wealth Manager at Savvy and brings 20+ years of wealth management experience working with families, business owners, and organizations. He has a passion for providing fiduciary advice to his clients and helping them with complex wealth management. He specializes in transitions, such as retirement, business sales or other liquidity events, paying for college, divorce, and the loss of a loved one.Â
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Joining Savvy in November 2023, John was VP Sr. Financial Consultant at Schwab for 15 years and VP Financial Consultant at Fidelity for 8 years. At Schwab, John worked with 400 high-net-worth families and organizations, with over $300M in advisory services.
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John Khoury lives in Boston Metrowest with his wife and three children. In his free time, he enjoys sports, family time, and volunteering with his local educational and charitable organizations.
khouryprivatewealth.com
Book a 30-minute introductory call with John.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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